Join RBC as a Financial Planner, where you'll manage a portfolio of mass affluent clients by providing tailored financial solutions and building strong, long-term relationships. Your expertise will drive success for both clients and yourself. As part of a cooperative financial services team, you will leverage your skills in business development and client-centric planning to meet targets and develop opportunities to enhance client satisfaction.
This full-time position requires you to employ your strong networking abilities and planning expertise in both English and French to best serve a diverse client base. Key Responsibilities:
- Deliver personalized advice and financial planning services
- Actively expand your client portfolio and maintain relationships
- Collaborate with local partners for referrals and opportunities
- Utilize RBC’s investment and banking solutions effectively
- Meet performance targets through proactive client engagement
Requirements:
- Financial Planning Designation (IPF) required
- Mutual Funds License (IFIC or CSC)
- At least 3 years of financial planning experience
- Proven skills in networking and client acquisition
- Bilingualism in English and French is mandatory
Harness your passion for finance and client service at RBC in Longueuil.